DuPont de Nemours, Inc logo

DuPont de Nemours, IncNYSE: DD

Materials · Specialty Chemicals

$48.08

+0.08%

Vol: 2.6M

Research Digest

Wednesday, June 17, 2026

Neutral

No significant overnight updates

No material news in the last 48 hours.

Price 50d 200d

Previous Market Intelligence

13 days
Jun 16No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 15No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 14No significant overnight updatesNeutral

No material news in the last 48 hours.

May 21DuPont seeks shareholder vote on 1-for-2 to 1-for-4 reverse stock split at May 21 annual meetingMixed

DuPont annual meeting on May 21 will ask shareholders to approve a reverse stock split in a range of 1-for-2 to 1-for-4, a significant corporate-structure decision. The company recently completed the April 1 divestiture of its Aramids business with $300M note plus cash, and an accelerated $275M share repurchase is planned. Q1 2026 results on May 5 showed adjusted EPS of $0.55 (beat by $0.07), revenue of $1.68B (+4%), and management raised FY26 net sales guidance to $7.155-7.215B and completed a $500M buyback. Shares jumped 11.4% on the print but have pulled back 7.9% over the last 7 days. RBC, Deutsche Bank, and UBS each raised PTs to ~$60. Risk: reverse split could be interpreted as defensive; aramids divestiture removes a meaningful business.

May 20DuPont stock approaches May 21 annual meeting with reverse stock split vote after Q1 beat and raised 2026 guidancePositive

DuPont de Nemours heads into its May 21, 2026 annual meeting where shareholders will vote on a proposed reverse stock split in a 1-for-2 to 1-for-4 range. Q1 2026 results delivered EPS of $0.36 (up from $0.17), revenue of $1.68B (+4.3% YoY), and net income up 104%, with management raising full-year 2026 sales guidance to $7.155B-$7.215B. The company completed a $500M share repurchase program (12.2M shares, 2.93% of stock) and authorized an additional $275M buyback. Multiple analysts raised price targets in early May, including RBC to $60, Deutsche Bank to $60, and UBS to $59. Consensus rating is now Strong Buy as the refocused portfolio in electronics, healthcare, and water tech gains traction.

May 19No significant overnight updatesNeutral

No material news in the last 48 hours.

May 18DuPont reported Q1 EPS of $0.55 beating estimates by $0.07, raised FY26 sales guidance to $7.155-$7.215B and completed $500M buyback, sending shares up 11.4%.Positive

On May 5, 2026, DuPont reported Q1 2026 results with net sales of $1.681B (up 4% YoY, 2% organic), operating EBITDA up 15% to $414M, and adjusted EPS up 53% to $0.55 (beating estimates by $0.07). Cash from operations surged 201% to $232M. The company raised full-year 2026 net sales guidance to $7.155-$7.215B and adjusted EPS guidance to $2.35-$2.40, citing 4% organic sales growth with pricing actions offsetting higher Middle East-related input costs. DuPont completed its $500M share repurchase program covering 12,228,858 shares (2.93% of stock). Shares surged 11.4% on the news. RBC Capital raised PT to $60 (from $56) on May 11; Deutsche Bank raised to $60 (from $58) on May 7; UBS raised to $59 (from $56).

May 15DuPont de Nemours surged 11.4% after raising FY26 sales guidance to $7.155-$7.215B and completing a $500M buyback covering 2.93% of shares.Positive

DuPont de Nemours has rallied 11.4% in May 2026 after raising its full-year 2026 net sales guidance to $7,155-$7,215 million and completing a $500 million share buyback that retired 12,228,858 shares (2.93% of stock). Q1 2026 results released May 5 showed net sales of $1.68B up 4% YoY (organic +2%), operating EBITDA up 15% to $414M, adjusted EPS up 53% to $0.55 (beating estimates by $0.07), and operating cash flow surging 201% to $232M. FY26 adjusted EPS guide raised to $2.35-$2.40 with 4% organic growth expected and pricing actions offsetting higher Middle East-related input costs. The Electronics segment is driving growth via semiconductor materials and Water is benefiting from infrastructure demand. Quarterly dividend of $0.20 payable May 29 (ex-date May 15). Risk: global trade-policy and feedstock-cost volatility could pressure margins later in the year.

May 14DuPont raised 2026 sales guidance to $7.16-$7.22B and announced new $275M ASR after Q1 beat; RBC raised PT to $60 on May 11Positive

DuPont reported Q1 2026 net sales of $1.681B, operating EBITDA of $414M, and adjusted EPS of $0.55, raising full-year sales guidance to $7,155M-$7,215M. The company completed a $500M repurchase of 12.2M shares (~2.93% of stock) and announced an additional $275M accelerated share repurchase imminently. The Aramids divestiture closed April 1 with proceeds including a $300M note receivable and equity in New Arclin. RBC raised PT to $60 (May 11), Deutsche Bank to $60 (May 7), UBS to $59. Shares surged 11.4% on the print and traded $50.59 on May 11. Risk: industrial demand softness and tariff exposure offset.

May 13DuPont raised FY2026 EPS guidance to $2.35-$2.40 and accelerated a $500M buyback after Q1 EPS jumped 52.8% to $0.55, with several analysts raising price targets in early May.Positive

DuPont reported Q1 2026 net sales of $1.681B and adjusted EPS of $0.55, up 52.8% YoY, beating EPS estimates while revenue was light. The company raised FY2026 sales guidance to $7.155B-$7.215B and adjusted EPS to $2.35-$2.40, above the $2.27 consensus. DuPont completed its Aramids divestiture on April 1 for ~$1.2B cash plus a $300M note, and finished a $500M accelerated share buyback. Healthcare & Water Technologies sales rose 6% to $806M; Diversified Industrials rose 3% to $875M. Deutsche Bank raised PT to $60, UBS to $59, and BMO reiterated Buy. Stock closed at $49.76 on May 8.

May 12DuPont raised FY26 net sales guidance to $7,155M-$7,215M after Q1 EPS beat (adj $0.55) and $500M buyback completion; RBC raised PT to $60 from $56 on May 11 maintaining Outperform.Positive

DuPont de Nemours reported Q1 2026 sales of $1,681M with operating EBITDA of $414M and adjusted diluted EPS of $0.55, beating consensus and returning to profitability. The company raised full-year 2026 net sales guidance to $7,155M-$7,215M and Q2 EPS guidance to $0.59, FY26 EPS to $2.35-$2.40. DuPont completed a $500M share repurchase program (2.93% of shares) and finalized the Aramids business divestiture on April 1. Shares rose 5.9% on the report. On May 11, RBC Capital's Arun Viswanathan raised the price target to $60 from $56, maintaining Outperform.

May 11DuPont raised full-year 2026 guidance after Q1 beat with EPS $0.55 on $1.68B revenue and completed $500M share buyback.Positive

DuPont reported Q1 2026 adjusted EPS of $0.55 and net sales of $1.68B on May 5, 2026, both surpassing analyst expectations. The company raised full-year net sales guidance to $7.155B–$7.215B, operating EBITDA $1.73B–$1.76B and adjusted EPS $2.35–$2.40. It also completed a $500M share repurchase program retiring 2.93% of shares. Healthcare drove double-digit adjusted profit growth, with strategic pricing helping offset geopolitical cost pressures. Shares were up 2% after the print. Multiple analysts raised price targets: Deutsche Bank to $60, UBS to $59, and BMO upgraded with a Buy. A $0.20 quarterly dividend is payable to holders of record May 15.

May 8DuPont beat Q1 earnings and raised full-year guidance; announced $275M accelerated share repurchase program on strong healthcare and aerospace performance.Positive

DuPont de Nemours reported Q1 2026 on May 5 with adjusted EPS of $0.55 (beat $0.48 estimate) and revenue of $1.68B. Management raised full-year 2026 guidance to $2.35-$2.40 EPS (from prior $2.15-$2.35) and revenue to $7.155-$7.215B. The company launched a $275M accelerated share repurchase program. On May 8, DuPont won the 2026 IRI Innovation Excellence Award for Outstanding Innovative Culture. Stock jumped 9% on May 5. Consensus analyst rating is Strong Buy with price target of $54.82 (up 9.49%).

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ALBALBEMARLE$166.55+0.26%-1.4%13.8x1.31$19.6B
DDDUPONT$48.08+0.08%+3.0%18.3x1.08$19.4B

Key Fundamentals

Market Cap$19.4B
P/E (TTM)126.2
Forward P/E18.3
Beta1.08
Div Yield167.00%
Prev Close$48.04

RSI (14-Day)

60Neutral
0305070100

52-Week Range

$27.45$48.08$52.66
From High-8.7%
From Low+75.2%

Moving Averages

50d SMA
$46.69+3.0%
200d SMA
$40.46+18.8%

Price above both MAs — bullish structure.

Historical Returns

1W
+3.3%
1M
+2.9%
3M
-3.9%
6M
+25.5%
1Y
+70.2%
YTD
+18.1%

Volume

Today2.6M
20d Avg3.3M
Ratio0.80x